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How Zapier works
Zapier makes it easy to integrate inFlow Inventory with ServiceTitan - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New or Updated Customer" from inFlow Inventory.
Add your action
An action happens after the trigger—such as "Apply Tag to Customer" in ServiceTitan.
You’re connected!
Zapier seamlessly connects inFlow Inventory and ServiceTitan, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New or Updated CustomerTriggers when a customer is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Sales QuoteTriggers when a sales quote is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Purchase OrderTriggers when a purchase order is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Sales OrderTriggers when a sales order is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Stock CountTriggers when a stock count is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Stock TransferTriggers when a stock transfer is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Purchase order ID
- Order number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Address Name
- Address 1
- Address 2
- Address Type
- City
- State
- Postal/ZIP code
- Country
- Address remarks
- Is Default Billing Address
- Is Default Shipping Address
- Contact Name
- Email
- Phone
- Fax
- Website
- Remarks
- Default location ID
- Default carrier
- Default payment method
- Default payment terms ID
- Default sales rep ID
- Default sales rep (legacy)
- Discount
- Taxing scheme ID
- Pricing scheme ID
- Tax exempt number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Customer ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Name
- Address Name
- Address 1
- Address 2
- Address Type
- City
- State
- Postal/ZIP code
- Country
- Address remarks
- Is Default Billing Address
- Is Default Shipping Address
- Contact Name
- Email
- Phone
- Fax
- Website
- Remarks
- Default location ID
- Default carrier
- Default payment method
- Default payment terms ID
- Default sales rep ID
- Default sales rep (legacy)
- Discount
- Taxing scheme ID
- Pricing scheme ID
- Tax exempt number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Manufacturing Order IdRequired
- Assigned To Team Member Id
- Completed Date
- Due Date
- Is Cancelled
- Is Completed
- Is Prioritized
- Location Id
- Manufacturing Order Number
- Order Date
- Pick Lines Description
- Pick Lines Location Id
- Pick Lines Lot Id
- manufacturing Order Id
- Pick Lines Product Id
- Pick Lines SKU
- Pick Lines Name
- Pick Lines Serial Numbers
- Pick Lines Standard Quantity
- Pick Lines UOM
- Pick Lines UOM Quantity
- Pick Lines Pick Date
- Pick Lines Sublocation
- Pick Remarks
- Primary Finished Product Id
- Put Away Remarks
- Put Lines Description
- Put Lines Location Id
- Put Lines Lot Id
- Put Lines Product Id
- Put Lines SKU
- Put Lines Name
- Put Lines Serial Numbers
- Put Lines Standard Quantity
- Put Lines UOM
- Put Lines UOM Quantity
- Put Lines Sublocation
- Remarks
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IDRequired
- Document Type
- Custom Document ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- SKU
- Product ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Vendor IdRequired
- Amount Paid
- Approver Team Member Id
- Assigned To Team Member Id
- Balance
- Calculate Tax 2 on Tax 1
- Carrier
- Contact Name
- Currency Id
- Due Date
- Email
- Exchange Rate
- Exchange Rate Auto Pulled
- Freight
- Inventory Status
- Is Cancelled
- Is Completed
- Is Quote
- Is Tax Inclusive
- Lines Description
- Discount Is Percent
- Discount Value
- Lines Product Id
- Lines Product Name
- Lines Product SKU
- Lines Serial Numbers
- Lines Standard Quantity
- Lines UOM
- Lines UOM Quantity
- Return Date
- Service Completed
- Lines Sub Total
- Lines Tax 1 Rate
- Lines Tax 2 Rate
- Lines Tax Code Id
- Lines Unit Price
- Vendor Item Code
- Location Id
- Non Vendor Cost Is Percent
- Non Vendor Cost Value
- Order Date
- Order Number
- Order Remarks
- Payment Lines Amount
- Payment Lines Date Paid
- Payment Lines Payment Method
- Payment Lines Payment Type
- Purchase Order Payment History Line Id
- Payment Lines Reference Number
- Payment Lines Remarks
- Payment Status
- Payment Terms Id
- Phone
- Receive Lines Description
- Receive Lines Location Id
- Receive Lines Product Id
- Receive Lines Product Name
- Receive Lines Product SKU
- Receive Lines Serial Numbers
- Receive Lines Standard Quantity
- Receive Lines UOM
- Receive Lines UOM Quantity
- Receive Lines Receive Date
- Receive Lines Sublocation
- Vendor Item Code
- Receive Remarks
- Request Ship Date
- Return Extra
- Return Fee
- Return Remarks
- Ship To Address 1
- Ship To Address 2
- Ship To Address Type
- Ship To City
- Ship To State
- Ship To Postal Code
- Ship To Country
- Ship To Company Name
- Show Shipping
- Sub Total
- Tax 1
- Tax 1 Name
- Tax 1 On Shipping
- Tax 1 Rate
- Tax 2 Name
- Tax 2 On Shipping
- Tax 2 Rate
- Taxing Scheme Id
- Total
- Unstock Lines Description
- Unstock Lines Location Id
- Unstock Lines Product Id
- Unstock Lines Product Name
- Unstock Lines Product SKU
- Unstock Lines Serial Numbers
- Unstock Lines Standard Quantity
- Unstock Lines UOM
- Unstock Lines UOM Quantity
- Unstock Lines Sublocation
- Unstock Date
- Vendor Item Code
- Unstock Remarks
- Vendor Address 1
- Vendor Address 2
- Vendor City
- Vendor State
- Vendor Postal Code
- Vendor Country
- Vendor Name
- Vendor Order Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Amount Paid
- Assigned To Team Member Id
- Balance
- Billing Address 1
- Billing Address 2
- Billing Address Type
- Billing City
- Billing State
- Billing Postal Code
- Billing Country
- Billing Remarks
- Calculate Tax 2 on Tax 1
- Confirm Team Member Id
- Contact Name
- Sales Order Cost of Goods Sold Id
- Currency Id
- Due Date
- Email
- Exchange Rate
- Exchange Rate Auto Pulled
- External Id
- Invoiced Date
- Is Cancelled
- Is Completed
- Is Invoiced
- Is Prioritized
- Is Quote
- Is Tax Inclusive
- Lines Description
- Discount Is Percent
- Discount Value
- Is Discarded
- Lines Product Id
- Lines Product Sku
- Lines Product Name
- Lines Serial Numbers
- Lines Standard Quantity
- Lines UOM
- Lines UOM Quantity
- Return Date
- Service Completed
- Lines Sub Total
- Lines Tax 1 Rate
- Lines Tax 2 Rate
- Lines Tax Code Id
- Lines Unit Price
- Location Id
- Needs Confirmation
- Non Customer Cost Is Percent
- Non Customer Cost Value
- Order Date
- Order Freight
- Order Number
- Order Remarks
- Container Number
- Pack Lines Description
- Pack Lines Product Id
- Pack Lines Product Sku
- Pack Lines Product Name
- Pack Lines Serial Numbers
- Pack Lines Standard Quantity
- Pack Lines UOM
- Pack Lines UOM Quantity
- Pack Remarks
- Payment Lines Amount
- Payment Lines Date Paid
- Payment Lines Line Num
- Payment Lines Payment Method
- Payment Lines Payment Type
- Payment Lines Reference Number
- Payment Lines Remarks
- Payment Terms Id
- Phone
- Pick Lines Description
- Pick Lines Location Id
- Pick Lines Pick Date
- Pick Lines Product Id
- Pick Lines Product Sku
- Pick Lines Product Name
- Pick Lines Serial Numbers
- Pick Lines Standard Quantity
- Pick Lines UOM
- Pick Lines UOM Quantity
- Pick Lines Sublocation
- Pick Remarks
- PO Number
- Pricing Scheme Id
- Requested Ship Date
- Restock Lines Description
- Restock Lines Location Id
- Restock Lines Product Id
- Restock Lines Product Sku
- Restock Lines Product Name
- Restock Lines Serial Numbers
- Restock Lines Standard Quantity
- Restock Lines UOM
- Restock Lines Uom Quantity
- Restock Lines Restock Date
- Restock Lines Sublocation
- Restock Remarks
- Return Fee
- Return Freight
- Return Remarks
- Sales Rep
- Sales Rep Team Member Id
- Same Billing and Shipping
- Ship Lines Carrier
- Ship Lines Containers
- Ship Lines EasyPost Confirmation Email Address
- Ship Lines EasyPost Shipping Id
- Ship Lines EasyPost Shipment Status
- Ship Lines Shipped Date
- Ship Lines Tracking Number
- Ship Remarks
- Ship To Company Name
- Shipping Address 1
- Shipping Address 2
- Address Type
- Shipping City
- Shipping State
- Shipping Postal Code
- Shipping Country
- Shipping Remarks
- Show Shipping
- Source
- Sub Total
- Tax 1
- Tax 1 Name
- Tax 1 On Shipping
- Tax 1 Rate
- Tax 2 Name
- Tax 2 On Shipping
- Tax 2 Rate
- Taxing Scheme Id
- Total
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stock Adjustment IDRequired
- Document TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Order IDRequired
- Document Type
- Custom Document ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stockroom Scan IDRequired
- Location IDRequired
- Stockroom Scan Number
- Remarks
- Date
- Is Cancelled
- Product ID
- Lines Product Name
- Lines Product SKU
- Lines Serial Numbers
- Lines Standard Quantity
- Lines UOM
- Lines UOM Quantity
- Sublocation
- Stockroom User ID
- Stockroom User Name
- Location Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stock Adjustment IDRequired
- Adjustment Number
- Adjustment Reason ID
- Date
- Is Cancelled?
- Description
- Lot ID
- Product ID
- Product Name
- Product SKU
- Serial Numbers
- Standard Quantity
- UOM
- UOM Quantity
- Sublocation
- Location ID
- Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stock Count IDRequired
- Assigned To Team Member ID
- Completed Date
- Is Cancelled
- Is Completed
- Description
- Product ID
- Product Name
- Product SKU
- Sublocation
- Remarks
- Sheet Number
- Started Date
- Stock Count Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stock Count IDRequired
- Assigned To Team Member ID
- Completed Date
- Is Cancelled
- Is Completed
- Is Prepared
- Is Reviewed
- Is Started
- Location ID
- Remarks
- Started Date
- Stock Count Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stock Transfer IDRequired
- Assigned To Team Member ID
- From Location ID
- Is Cancelled
- Description
- From Sublocation
- Lot ID
- Product ID
- Product Name
- Product SKU
- Serial Numbers
- Standard Quantity
- UOM
- UOM Quantity
- To Sublocation
- Received Date
- Remarks
- Sent Date
- Status
- To Location ID
- Transfer Date
- Transfer Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Address Name
- Address 1
- Address 2
- Address Type
- City
- State
- Postal/ZIP code
- Country
- Address remarks
- Is Default Address
- Contact Name
- Currency ID
- Default Carrier
- Default Payment Method
- Default Payment Terms ID
- Discount
- Email
- Fax
- Is Active
- Is Tax Inclusive Pricing
- Lead Time Days
- Phone
- Remarks
- Taxing Scheme ID
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Vendor ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Vendor IDRequired
- Address Name
- Address 1
- Address 2
- Address Type
- City
- State
- Postal/ZIP code
- Country
- Address remarks
- Is Default Address
- Contact Name
- Currency ID
- Default Carrier
- Default Payment Method
- Default Payment Terms ID
- Discount
- Email
- Fax
- Is Active
- Is Tax Inclusive Pricing
- Lead Time Days
- Name
- Phone
- Remarks
- Taxing Scheme ID
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Count Sheet ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Manufacturing Order Id
- Manufacturing Order Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Stock Adjustment Id
- Stock Adjustment Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sales Order ID
- Sales Order Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Stockroom Scan Id
- Stockroom Scan Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Projects IDs (maximum 50)
- Customer
- Location
- Job Id
- Project Status
- Target Completion Date Before
- Target Completion Date On Or After
- Starts Before
- Starts On Or After
- Modified Before
- Modified On Or After
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Modified On Or After
- Modified Before
- Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Employee Ids (maximum 50)
- Employee name
- Employee active
- Created before
- Created on or after
- Modified before
- Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Form IDs (maximum 50)
- Active
- Status
- Submitted On Or After
- Submitted Before
- Owner Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Locations IDs (maximum 50)
- Customer
- City
- State
- Zip
- Active
- Modified Before
- Modified On Or After
- Tag Types
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Non Job Ids
- Technician
- Starts On Or After
- Starts On Or Before
- Timesheet Code Id
- Active Only
- Show On Technician Schedule
- Created On Or After
- Created Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Purchase order Ids (maximum 50)
- Purchase order status
- Purchase order number
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Created on or after
- Created before
- Modified on or after
- Modified before
- Date on or after
- Date before
- Sent on or after
- Sent before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Modified On Or After
- Modified Before
- Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Estimates IDs (maximum 50)
- Job
- Project
- Job Number
- Sold By
- Sold By Employee
- Active
- Status
- Total greater
- Total less
- Sold after
- Sold before
- Created before
- Created on or after
- Modified before
- Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Id of the appointment to assign to.Required
- Technicians IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment to cancelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Booking ProviderRequired
- BookingRequired
- TypeRequired
- ValueRequired
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Type
- Do Not Mail
- Do Not Service
- NameRequired
- StreetRequired
- Unit
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Latitude
- Longitude
- StreetRequired
- Unit
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Latitude
- Longitude
- Type
- Value
- Memo
- Type
- Value
- Memo
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Id
- Text content of customer noteRequired
- Pin to top
- Add to locations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Summary
- Tax
- Status
- Sold by
- Name
- Url
- Job Id
- Project Id
- Location Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Adjustment to InvoiceRequired
- Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
- Royalty Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Review Status
- Export
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IdRequired
- FilenameRequired
- File urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Location
- Campaign IdRequired
- Business Unit Id
- Job Type
- SummaryRequired
- Tag Types
- Priority
- Call Reason Id
- Follow Up Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Landing Page UrlRequired
- Referrer UrlRequired
- Google Click Identifier
- Facebook Click Identifier
- Microsoft Click ID
- UTM source
- UTM medium
- UTM campaign
- UTM ad group
- UTM term
- UTM content
- Google Analytics id
- Customer Phone NumberRequired
- Forwarding Phone NumberRequired
- Tracking Phone NumberRequired
- Call Started OnRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Follow-Up DateRequired
- Text
- Pin To Top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- NoteRequired
- Pin To Top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- TypeRequired
- ValueRequired
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee TypeRequired
- Employee IdRequired
- Posted OnRequired
- Amount
- Memo
- Activity Code Id
- Invoice Id
- Hours
- Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id of the vendor for this PORequired
- Id of the purchase order type for this PORequired
- Id of the business unit for this PORequired
- Id of the inventory location for this PORequired
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Address DescriptionRequired
- StreetRequired
- UnitRequired
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Vendor invoice number
- Vendor invoice numberRequired
- Summary/memo for this PO
- PO dateRequired
- PO required on dateRequired
- TaxRequired
- Shipping costRequired
- SKU IDRequired
- DescriptionRequired
- Vendor Part NumberRequired
- QuantityRequired
- CostRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reported ToRequired
- Assigned ToRequired
- Is ClosedRequired
- NameRequired
- Business UnitRequired
- Employee Task TypeRequired
- Employee Task SourceRequired
- Employee Task ResolutionRequired
- Reported dateRequired
- Due dateRequired
- Involved Employee Id List
- Customer Id
- Job Id
- Project Id
- Description
- PriorityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID of job to detach from projectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment to reschedule.Required
- ReasonRequired
- MemoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment to reschedule.Required
- Start date/timeRequired
- End date/timeRequired
- Arrival window start date/time
- Arrival window end date/time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Id
- Name
- Type
- Do Not Mail
- Do Not Service
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Active
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee IdRequired
- Action nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Installed Equipments Id
- Name
- Installed On
- Serial Number
- Memo
- Manufacturer
- Model
- Cost
- Manufacturer Warranty Start
- Manufacturer Warranty End
- Service Provider Warranty Start
- Service Provider Warranty End
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Item type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Campaign
- Priority
- Business Unit Id
- Job Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Id
- Name
- Summary
- Status Id
- Sub Status Id
- Start Date
- Target Completion Date
- Actual Completion Date
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Technician IdRequired
- Technician Name
- Technician's phone number
- Email
- Login (Username)
- Business Unit Id
- User role Id
- List of company positions
- Azure Active Directory User Id
- License type
- Team name
- Daily revenue goal
- Burden rate (hourly)
- Biography
- Memo
- Upcoming appointment visibility
- Appointment history visibility
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointments Ids (maximum 50)
- ID of job for new appointment
- Project Id
- Technician Id
- Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Business Unit Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Category type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customers IDs (maximum 50)
- Created before
- Created on or after
- Modified before
- Modified on or after
- Name
- Street
- Unit
- City
- State
- Zip
- Country
- Phone
- Active
- External data application Guid
- External data key
- External data values
- Tag Types
ActionThis is an event a Zap performs.SearchFind existing data in your app- Employee Ids (maximum 50)
- Employee name
- Employee active
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app- Estimate Ids
- Job Id
- Project Id
- Sold By
- Sold By Employee
- Status
- Total greater
- Total less
- Sold after
- Sold before
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoices IDs (maximum 50)
- Invoice Number
- Status
- Job Id
- Job Number
- Batch Id
- Batch Number
- Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Type Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer Id
- Tag Types
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project Ids
- Customer Id
- Location Id
- Invoice Id
- Technician
- Job Id
- Appointment Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Service Ids (maximum 50)
- Services created before
- Services created on or after
- Services modified before
- Services modified on or after
- Service active
- External data application guid
- External data key
- External data values
ActionThis is an event a Zap performs.SearchFind existing data in your app- Technician Ids (maximum 50)
- Technician name
- Technician active
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app- Location Id
ActionThis is an event a Zap performs.SearchFind existing data in your app
New or Updated Manufacturing OrderTriggers when a manufacturing order is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated ProductTriggers when a product is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Purchase QuoteTriggers when a purchase quote is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Stock AdjustmentTriggers when a stock adjustment is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Stockroom ScanTriggers when a stockroom scan is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated VendorTriggers when a vendor is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Sales order ID
- Order number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Document TypeRequired
- Start Date
- End Date
- Currency ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned To Team Member Id
- Completed Date
- Due Date
- Is Cancelled
- Is Completed
- Is Prioritized
- Lines Description
- Parent Manufacturing Order Line Id
- Lines Product Id
- Lines Product Name
- Lines Product SKU
- manufacturing Order Line Id
- Lines Serial Numbers
- Lines Standard Quantity
- Lines UOM
- Lines UOM Quantity
- Location Id
- Manufacturing Order Number
- Order Date
- Pick Lines Description
- Pick Lines Location Id
- Pick Lines Lot Id
- manufacturing Order Id
- Pick Lines Product Id
- Pick Lines Product Name
- Pick Lines Product SKU
- Pick Lines Serial Numbers
- Pick Lines Standard Quantity
- Pick Lines UOM
- Pick Lines UOM Quantity
- Pick Lines Pick Date
- Pick Lines Sublocation
- Pick Remarks
- Primary Finished Product Id
- Put Away Remarks
- Put Lines Description
- Put Lines Location Id
- Put Lines Lot Id
- Put Lines Product Id
- Put Lines Product Name
- Put Lines Product SKU
- Put Lines Serial Numbers
- Put Lines Standard Quantity
- Put Lines UOM
- Put Lines UOM Quantity
- Put Lines Sublocation
- Remarks
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Manufacturing Order IDRequired
- Document TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Auto Assemble
- Category ID
- Description
- Height
- HS Tariff Number
- Large URL
- Medium Uncropped URL
- Medium URL
- Original URL
- Small URL
- Thumb URL
- Is Default
- Include Quantity Buildable
- Is Active
- Is Manufacturable
- Child Product ID
- Child Product Name
- Child Product SKU
- Standard Quantity
- UOM
- UOM Quantity
- Item Type
- Last Vendor ID
- Length
- Origin Country
- Fixed Markup
- Price Type
- Pricing Scheme ID
- Unit Price
- Purchasing Conversion Standard Quantity
- Purchasing Conversion Uom Quantity
- Purchasing UoM Name
- Remarks
- Default Sublocation
- Enable Reordering
- Reorder From Location ID
- Reorder Location ID
- Reorder Method
- Reorder Point
- Reorder Quantity
- Reorder Vendor ID
- Sales Conversion Standard Quantity
- Sales Conversion Uom Quantity
- Sales UOM Name
- SKU
- Standard UOM Name
- Tax Code Id
- Taxing Scheme Id
- Track Serials
- Weight
- Width
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Auto Assemble
- Category ID
- Description
- Height
- HS Tariff Number
- Large URL
- Medium Uncropped URL
- Medium URL
- Original URL
- Small URL
- Thumb URL
- Is Default
- Include Quantity Buildable
- Is Active
- Is Manufacturable
- Child Product ID
- Child Product Name
- Child Product SKU
- Standard Quantity
- UOM
- UOM Quantity
- Last Vendor ID
- Length
- Name
- Origin Country
- Fixed Markup
- Price Type
- Pricing Scheme ID
- Unit Price
- Purchasing Conversion Standard Quantity
- Purchasing Conversion Uom Quantity
- Purchasing UoM Name
- Remarks
- Default Sublocation
- Enable Reordering
- Reorder From Location ID
- Reorder Location ID
- Reorder Method
- Reorder Point
- Reorder Quantity
- Reorder Vendor ID
- Sales Conversion Standard Quantity
- Sales Conversion Uom Quantity
- Sales UOM Name
- SKU
- Standard UOM Name
- Tax Code Id
- Taxing Scheme Id
- Cost
- Lead Time Days
- Vendor Item Code
- Vendor ID
- Weight
- Width
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IdRequired
- Amount Paid
- Approver Team Member Id
- Assigned To Team Member Id
- Balance
- Calculate Tax 2 on Tax 1
- Carrier
- Contact Name
- Currency Id
- Due Date
- Email
- Exchange Rate
- Exchange Rate Auto Pulled
- Freight
- Inventory Status
- Is Cancelled
- Is Completed
- Is Quote
- Is Tax Inclusive
- Lines Description
- Discount Is Percent
- Discount Value
- Lines Product Id
- Lines Product Name
- Lines Product SKU
- Lines Serial Numbers
- Lines Standard Quantity
- Lines UOM
- Lines UOM Quantity
- Return Date
- Service Completed
- Lines Sub Total
- Lines Tax 1 Rate
- Lines Tax 2 Rate
- Lines Tax Code Id
- Lines Unit Price
- Vendor Item Code
- Location Id
- Non Vendor Cost Is Percent
- Non Vendor Cost Value
- Order Date
- Order Number
- Order Remarks
- Payment Lines Amount
- Payment Lines Date Paid
- Payment Lines Payment Method
- Payment Lines Payment Type
- Purchase Order Payment History Line Id
- Payment Lines Reference Number
- Payment Lines Remarks
- Payment Status
- Payment Terms Id
- Phone
- Receive Lines Description
- Receive Lines Location Id
- Receive Lines Product Id
- Receive Lines Product Name
- Receive Lines Product SKU
- Receive Lines Serial Numbers
- Receive Lines Standard Quantity
- Receive Lines UOM
- Receive Lines UOM Quantity
- Receive Lines Receive Date
- Receive Lines Sublocation
- Vendor Item Code
- Receive Remarks
- Request Ship Date
- Return Extra
- Return Fee
- Return Remarks
- Ship To Address 1
- Ship To Address 2
- Ship To Address Type
- Ship To City
- Ship To State
- Ship To Postal Code
- Ship To Country
- Ship To Company Name
- Show Shipping
- Sub Total
- Tax 1
- Tax 1 Name
- Tax 1 On Shipping
- Tax 1 Rate
- Tax 2 Name
- Tax 2 On Shipping
- Tax 2 Rate
- Taxing Scheme Id
- Total
- Unstock Lines Description
- Unstock Lines Location Id
- Unstock Lines Product Id
- Unstock Lines Product Name
- Unstock Lines Product SKU
- Unstock Lines Serial Numbers
- Unstock Lines Standard Quantity
- Unstock Lines UOM
- Unstock Lines UOM Quantity
- Unstock Lines Sublocation
- Unstock Date
- Vendor Item Code
- Unstock Remarks
- Vendor Address 1
- Vendor Address 2
- Vendor City
- Vendor State
- Vendor Postal Code
- Vendor Country
- Vendor Name
- Vendor Id
- Vendor Order Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Order IDRequired
- Amount Paid
- Assigned To Team Member Id
- Balance
- Billing Address 1
- Billing Address 2
- Billing Address Type
- Billing City
- Billing State
- Billing Postal Code
- Billing Country
- Billing Remarks
- Calculate Tax 2 on Tax 1
- Confirm Team Member Id
- Contact Name
- Customer Id
- Sales Order Cost of Goods Sold Id
- Currency Id
- Due Date
- Email
- Exchange Rate
- Exchange Rate Auto Pulled
- External Id
- Invoiced Date
- Is Cancelled
- Is Completed
- Is Invoiced
- Is Prioritized
- Is Quote
- Is Tax Inclusive
- Lines Description
- Discount Is Percent
- Discount Value
- Is Discarded
- Lines Product Id
- Lines Product Sku
- Lines Product Name
- Lines Serial Numbers
- Lines Standard Quantity
- Lines UOM
- Lines UOM Quantity
- Return Date
- Service Completed
- Lines Sub Total
- Lines Tax 1 Rate
- Lines Tax 2 Rate
- Lines Tax Code Id
- Lines Unit Price
- Location Id
- Needs Confirmation
- Non Customer Cost Is Percent
- Non Customer Cost Value
- Order Date
- Order Freight
- Order Number
- Order Remarks
- Container Number
- Pack Lines Description
- Pack Lines Product Id
- Pack Lines Serial Numbers
- Pack Lines Standard Quantity
- Pack Lines UOM
- Pack Lines UOM Quantity
- Pack Remarks
- Payment Lines Amount
- Payment Lines Date Paid
- Payment Lines Line Num
- Payment Lines Payment Method
- Payment Lines Payment Type
- Payment Lines Reference Number
- Payment Lines Remarks
- Payment Terms Id
- Phone
- Pick Lines Description
- Pick Lines Location Id
- Pick Lines Pick Date
- Pick Lines Product Id
- Pick Lines Serial Numbers
- Pick Lines Standard Quantity
- Pick Lines UOM
- Pick Lines UOM Quantity
- Pick Lines Sublocation
- Pick Remarks
- PO Number
- Pricing Scheme Id
- Requested Ship Date
- Restock Lines Description
- Restock Lines Location Id
- Restock Lines Product Id
- Restock Lines Serial Numbers
- Restock Lines Standard Quantity
- Restock Lines UOM
- Restock Lines Uom Quantity
- Restock Lines Restock Date
- Restock Lines Sublocation
- Restock Remarks
- Return Fee
- Return Freight
- Return Remarks
- Sales Rep
- Sales Rep Team Member Id
- Same Billing and Shipping
- Ship Lines Carrier
- Ship Lines Containers
- Ship Lines EasyPost Confirmation Email Address
- Ship Lines EasyPost Shipping Id
- Ship Lines EasyPost Shipment Status
- Ship Lines Shipped Date
- Ship Lines Tracking Number
- Ship Remarks
- Ship To Company Name
- Shipping Address 1
- Shipping Address 2
- Address Type
- Shipping City
- Shipping State
- Shipping Postal Code
- Shipping Country
- Shipping Remarks
- Show Shipping
- Source
- Sub Total
- Tax 1
- Tax 1 Name
- Tax 1 On Shipping
- Tax 1 Rate
- Tax 2 Name
- Tax 2 On Shipping
- Tax 2 Rate
- Taxing Scheme Id
- Total
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stock Count IDRequired
- Document TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stockroom User IDRequired
- Location IDRequired
- Stockroom Scan Number
- Remarks
- Date
- Is Cancelled
- Product ID
- Lines Product Name
- Lines Product SKU
- Lines Serial Numbers
- Lines Standard Quantity
- Lines UOM
- Lines UOM Quantity
- Sublocation
- Stockroom User Name
- Location Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Location IDRequired
- Adjustment Number
- Adjustment Reason ID
- Date
- Is Cancelled?
- Description
- Lot ID
- Product ID
- Product Name
- Product SKU
- Serial Numbers
- Standard Quantity
- UOM
- UOM Quantity
- Sublocation
- Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Location IDRequired
- Assigned To Team Member ID
- Completed Date
- Is Cancelled
- Is Completed
- Is Prepared
- Is Reviewed
- Is Started
- Remarks
- Started Date
- Stock Count Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Count Sheet IDRequired
- Assigned To Team Member ID
- Completed Date
- Is Cancelled
- Is Completed
- Description
- Product ID
- Product Name
- Product SKU
- Sublocation
- Remarks
- Sheet Number
- Started Date
- Stock Count ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- From Location IDRequired
- To Location IDRequired
- Assigned To Team Member ID
- Is Cancelled
- Description
- From Sublocation
- Lot ID
- Product ID
- Product Name
- Product SKU
- Serial Numbers
- Standard Quantity
- UOM
- UOM Quantity
- To Sublocation
- Received Date
- Remarks
- Sent Date
- Status
- Transfer Date
- Transfer Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stock Transfer IDRequired
- Document TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Vendor IDRequired
- Document TypeRequired
- Start Date
- End Date
- Currency ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Rep ID
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document NameRequired
- Entity TypeRequired
- Document Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProductId
- Product Sku
- Product Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order Id
- Purchase Order Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Stock Count ID
- Stock Count Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Stock Transfer Id
- Stock Transfer Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Vendor Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Appointments IDs (maximum 50)
- Job Id
- Project Id
- Appointment Number
- Appointment Status
- Technician Id
- Customer Id
- Appointments starts on or after
- Appointments starts before
- Appointments modified before
- Appointments modified on or after
- Appointments created on or after
- Appointments created before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Active
- Modified On Or After
- Modified Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Customers IDs (maximum 50)
- Created before
- Created on or after
- Modified before
- Modified on or after
- Name
- Street
- Unit
- City
- State
- Zip
- Country
- Phone
- Active
- External data application Guid
- External data key
- External data values
- Tag Types
- Tag Type Match Condition
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Estimates IDs (maximum 50)
- Job
- Project
- Job Number
- Sold By
- Sold By Employee
- Active
- Status
- Total greater
- Total less
- Sold after
- Sold before
- Created before
- Created on or after
- Modified before
- Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Invoices IDs (maximum 50)
- Invoice Status
- Batch
- Batch number
- Job
- Business Unit
- Customer
- Total greater
- Total less
- Invoiced On Before
- Invoiced On Or After
- Invoice Review Status
- Invoice Assigned to Ids
- Modified On Or After
- Modified Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Jobs IDs (maximum 50)
- Job number
- Project Id
- Job Status
- Appointment Status
- Job Type
- Business Unit
- Customer Id
- Location Id
- Technician Id
- Appointment Starts Before
- Appointment Starts On Or After
- Created Before
- Created On Or After
- Modified Before
- Modified On Or After
- Completed Before
- Completed On Or After
- Tag Types
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Leads IDs (maximum 50)
- Modified Before
- Modified On Or After
- Customer Id
- Is Prospect
- Without Customer
- Status
- Customer City
- Customer State
- Customer Zip
- Customer Created On Or After
- Customer Created Before
- Customer Modified On Or After
- Sort
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Equipment IDs
- Modified On Or After
- Modified On Or Before
- Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Applied to invoices
- Applied to reference number
- Status
- Business unit ids
- Transaction type
- Customer Id
- Total greater
- Total less
- Modified before
- Modified on or after
- Created before
- Created on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Technician Ids (maximum 50)
- Technician name
- Technician active
- Created before
- Created on or after
- Modified before
- Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Equipment IDs
- Modified On Or After
- Modified On Or Before
- Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Customers
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Id to attach jobRequired
- ID of job to attach to projectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID of job for new appointmentRequired
- Start date/timeRequired
- End date/timeRequired
- Arrival window start date/time
- Arrival window end date/time
- Technicians Ids
- Special instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Booking ProviderRequired
- SourceRequired
- NameRequired
- Street
- Unit
- City
- State
- Zip
- Country
- Type
- Value
- Memo
- Type
- Value
- Memo
- Customer Type
- Start
- SummaryRequired
- Campaign
- Business Unit
- Job Type
- Priority
- Is First Time ClientRequired
- Send Confirmation Email
- External IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- TypeRequired
- ValueRequired
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee NameRequired
- Mobile Phone
- Office phone
- EmailRequired
- Login (Username)
- Account creation methodRequired
- Business Unit Id
- User role IdRequired
- List of company positionsRequired
- Azure Active Directory User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Location IdRequired
- Name
- Installed On
- Serial Number
- Memo
- Manufacturer
- Model
- Cost
- Manufacturer Warranty Start
- Manufacturer Warranty End
- Service Provider Warranty Start
- Service Provider Warranty End
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Location IdRequired
- Business UnitRequired
- Project
- Estimate
- Job TypeRequired
- PriorityRequired
- CampaignRequired
- StartRequired
- EndRequired
- Arrival Window Start
- Arrival Window End
- Technician Ids
- Summary
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NoteRequired
- Pin To Top
- Job or Project NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BookingRequired
- Landing Page UrlRequired
- Referrer UrlRequired
- Google Click Identifier
- Facebook Click Identifier
- Microsoft Click ID
- UTM source
- UTM medium
- UTM campaign
- UTM ad group
- UTM term
- UTM content
- Google Analytics id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Landing Page UrlRequired
- Referrer UrlRequired
- Google Click Identifier
- Facebook Click Identifier
- Microsoft Click ID
- UTM source
- UTM medium
- UTM campaign
- UTM ad group
- UTM term
- UTM content
- Google Analytics id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Email
- Phone Number
- Street
- Unit
- City
- State
- Zip
- Country
- Summary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- CustomerRequired
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Type
- Value
- Memo
- Type
- Value
- Memo
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TechnicianRequired
- StartRequired
- DurationRequired
- NameRequired
- Timesheet CodeRequired
- Summary
- Clear Dispatch Board
- Clear Technician View
- Remove Technician From Capacity Planning
- Days of Week
- Repeat
- Repeat Frequency
- Repeat Interval
- End Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- Estimate
- Job
- Name
- Summary
- Status Id
- Sub Status Id
- Start Date
- Target Completion Date
- Actual Completion Date
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task idRequired
- Is ClosedRequired
- NameRequired
- Assigned ToRequired
- Due Date Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Technician NameRequired
- Technician's phone number
- Email
- Login (Username)
- Account creation methodRequired
- Business Unit Id
- User role IdRequired
- List of company positionsRequired
- Azure Active Directory User Id
- License typeRequired
- Team name
- Daily revenue goal
- Burden rate (hourly)
- Biography
- Memo
- Upcoming appointment visibility
- Appointment history visibility
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Dismiss Call ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment to remove hold.Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id of the appointment to assign to.Required
- Technicians IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee IdRequired
- Employee Name
- Mobile Phone
- Office phone
- Email
- Login (Username)
- Business Unit Id
- User role Id
- List of company positions
- Azure Active Directory User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IDRequired
- Sku
- Sku Name
- Parent Item Id
- DescriptionRequired
- Is Add On
- Quantity
- Unit Price
- Skip Updating Membership Prices
- Item Group Name
- Item Group Root
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
- Royalty Status
- Review Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Export
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IdRequired
- Customer Id
- Location Id
- Business Unit
- Project
- Estimate
- Job Type
- Priority
- Campaign
- Summary
- Should Update Invoice Items
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Location
- Customer
- Name
- Active
- Tax Zone Id
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase order IdRequired
- Id of the vendor for this PORequired
- Id of the purchase order type for this PORequired
- Id of the business unit for this PORequired
- Id of the inventory location for this PO
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Street
- Unit
- City
- State
- Zip
- Country
- Vendor invoice number
- Vendor invoice numberRequired
- Summary/memo for this PO
- PO dateRequired
- PO required on dateRequired
- TaxRequired
- Shipping costRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Technician IdRequired
- Action nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointments Ids (maximum 50)
- ID of job for new appointment
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app- Booking provider Ids (maximum 50)
- Name of the booking provider tag
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Discount and Fees Ids (maximum 50)
- Services created before
- Services created on or after
- Services modified before
- Services modified on or after
- Service active
- External data application guid
- External data key
- External data values
ActionThis is an event a Zap performs.SearchFind existing data in your app- Equipment Ids (maximum 50)
- Services created before
- Services created on or after
- Services modified before
- Services modified on or after
- Service active
- External data application guid
- External data key
- External data values
ActionThis is an event a Zap performs.SearchFind existing data in your app- Installed Equipments Ids
- Location Ids
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead
ActionThis is an event a Zap performs.SearchFind existing data in your app- Materials Ids (maximum 50)
- Services created before
- Services created on or after
- Services modified before
- Services modified on or after
- Service active
- External data application guid
- External data key
- External data values
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase order Ids (maximum 50)
- Purchase order status
- Purchase order number
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Created on or after
- Created before
- Modified on or after
- Modified before
- Date on or after
- Date before
- Sent on or after
- Sent before
ActionThis is an event a Zap performs.SearchFind existing data in your app- Active
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app- Vendor Ids
- Active
- External data application Guid
- External data key
- External data values
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect inFlow Inventory and ServiceTitan to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate ServiceTitan on the Zapier blog
Frequently Asked Questions about inFlow Inventory + ServiceTitan integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with inFlow Inventory and ServiceTitan
What are the prerequisites for integrating inFlow Inventory with ServiceTitan?
Before you begin the integration, ensure that you have active accounts with both inFlow Inventory and ServiceTitan. You will also need access to our platform where the integration is facilitated.
How do triggers and actions work in the inFlow Inventory and ServiceTitan integration?
Triggers are events that start a workflow, while actions are the outcome tasks that follow. For instance, when a new customer is added in ServiceTitan (trigger), a corresponding entry can be created in inFlow Inventory (action).
Can I customize which data is synchronized between inFlow Inventory and ServiceTitan?
Yes, you can customize the data synchronization by selecting specific triggers and actions that match your business needs, allowing you to control which information flows between the two systems.
What happens if there is an error during the integration process?
If an error occurs, our system logs it for review. You'll receive notifications detailing what went wrong, so you can address any issues promptly and ensure seamless data flow.
Is it possible to automate invoice creation between inFlow Inventory and ServiceTitan?
Yes, automation can be set up to generate invoices automatically. For example, when a job is marked complete in ServiceTitan (trigger), an invoice can be created in inFlow Inventory (action) without manual entry.
How does inventory management improve with the integration of these two systems?
By integrating these systems, inventory levels update automatically as sales orders from ServiceTitan are processed into inFlow Inventory. This ensures your inventory data reflects real-time changes without manual updates.
Will I need technical expertise to set up this integration?
Our platform's user-friendly interface is designed for users without technical expertise. We provide step-by-step guidance throughout the setup process so that anyone can configure their own integrations efficiently.


